Latest Research & Analysis

30-Aug-2016 - Analyst Summary:  The shares of BOFI have risen nearly 50% since an 02-Aug-2016 conference call on which the CEO gave an impassioned assurance there was no regulatory risk (The stock was $15.34 at the time).  We found the CEOs’ remarks heavily qualified, and in our view...

29-Aug-2016 - Analyst Summary:  Information received just last week again confirms existence of an undisclosed SEC probe at Prospect Capital (PSEC).  Along with earlier responses received from the SEC (in October & November 2015, as well as January and February 2016), this new...

26-Aug-2016 - Analyst Summary:  On 18-Aug-2016, AECOM filed an 8-K in response to a negative report on the company that was published by Spruce Point Capital on 15-Aug-2016.  What was missing from that 8-K, and all company filings we searched back to Apr-2012, is any clear disclosure of...

25-Aug-2016 - Companies in Today's 25-Aug-2016 Mailbox Report – Ingersoll-Rand Plc $IR   Medidata Solutions, Inc.  $MDSO   National CineMedia, Inc.  $NCMI Principal Financial Group Inc.  $PFG  SeaWorld Entertainment Inc.  $SEAS ...

10-Aug-2016 - Companies in Today's Quick Takes Report – Advanced Drainage Systems – WMS  Orbital ATK - OA To access the full report, simply click on the PDF posted here (it is only visible to subscribers that are logged-in). To learn more about our research process, including how to...

8-Aug-2016 - Companies in Today's 08-Aug-2016 Mailbox Report – iRobot Corporation $IRBT IXIA  $XXIA  Morningstar Inc.  $MORN     PAR Technology Corp.  $PAR SEI Investments Co.  $SEIC       United Natural Foods, Inc.  $...

2-Aug-2016 - Companies in Today's Quick Takes Report – Advanced Drainage Systems – WMS     Diamond Resorts International, Inc. – $DRII & Apollo Global Management LLC – $APO To access the full report, simply click on the PDF posted here (it is only visible to subscribers that...

29-Jul-2016 - Companies in Today's Quick Takes Report – Advanced Drainage Systems – WMS   BofI Holding, Inc. – BOFI Tesla Motors , Inc.– TSLA To access the full report, simply click on the PDF posted here (it is only visible to subscribers that are logged-in). To learn more about...

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